Accounting workflow software that keeps every client job moving.
Without the chasing.
Your practice still runs the process. Dext runs the repetitive work inside it.
Onboarding, quarterly filings, year-end reviews: give each job a sequence, an owner and a deadline, then let the routine checks inside it run automatically. What reaches your team is a review rather than a reminder to get started.
No credit card required.
The same job, done the same way. Whoever picks it up.
Dext gives your recurring work a structure the whole practice shares, automates the steps inside it that do not need judgement, and leaves the decisions where they belong — with your expertise.
Onboarding to year-end. One sequence, reused.
Turn the way your best reviewer works into a template the rest of the team follows, so a job runs the same shape on their fiftieth client as on their first.
Every stage has a name against it. And a date.
Assign the work, see what has been picked up and what is still sitting, and catch mistakes at the review stage rather than after the filing has gone out.
Statuses that update themselves. Nobody left asking.
Dext reads the client’s live figures and closes off the checks already satisfied, so your team joins each job partway through instead of starting at the top.
Who has what, and what is late. In one view.
See every client job across the practice — in progress, waiting on someone, overdue — and move work between people while there is still time to move it.
Follow a client job through the practice. Start to sign-off.
A short tour of how work is picked up, checked, reviewed and closed — and how much of that happens without anyone prompting it.
Watch the product tour.
Give recurring work a shape with Simple Workflows
Build the process once. Run it across the client base.
Year-end reviews, onboarding, quarterly filings: set the stages, name the owners and watch the work move through them, so a handover never begins with someone asking where the last person got to.
Available on Advanced plans.
Go further with Intelligent Workflows
The routine checks run themselves. Your team reviews what they turn up.
Bank reconciliation, VAT and aged receivables are checked against live figures in Xero and QuickBooks, so a job arrives at your reviewer part-done and anything that needs attention is already flagged.
Available on Advanced Practice plans with the Data Health & Insights add-on.
See the whole practice at once with the Workflows Practice view
Every client job, and how far it has got.
Filter by client, team or job type to see what is on track, what has slipped and who is carrying more than they can finish this week, then rebalance before a deadline decides it for you.
Available on Advanced Practice plans.
Plans that grow with the practice. Not ahead of it.
Every plan covers the bookkeeping essentials, with more to add as the client list gets longer.
Business documents processed annually
Businesses supported globally
Accounting and bookkeeping firms
Join the businesses and practices already on Dext
We're proud to have helped thousands of accounting & bookkeeping firms and businesses better manage their processes, saving millions of hours of manual work.
CUSTOMER TESTIMONIAL
“I got so much peace of mind and better sleep knowing we were more sorted, without unexpected nasty surprises. The effect Dext had on our practice and on my life has been like no other software we've ever used.”
Jeannie Savage – CEO, Cloud 9 Strategic Bookkeeping
Learn how businesses just like yours
save time and hassle with Dext
Bright Shift and Dext:
"I would much prefer to not have a stack of receipts and invoices..Dext just makes life so much easier."
Toby, Founder
Stuck halfway through a process? The answer comes back useful.
Support by chat or email for your team and your clients, covering setup, troubleshooting and the practical questions that only surface once the work is running. Dext U, our learning hub, takes your team further at their own pace.
customer satisfaction rating (NPS)
48 hours
median time to first response.
+ 250 tutorials
available on our Help Centre
The questions practices ask first. And the answers.
Workflows turn the recurring jobs your practice runs — onboarding, quarterly filings, year-end — into stages with an owner, a status and a deadline, and automate the repetitive checks inside each stage.
Simple Workflows give each recurring job a set of stages your team works through in order. Intelligent Workflows go further: they read live figures from Xero and QuickBooks Online and close off the stages that are already satisfied, so nobody ticks off work the data has confirmed.
Simple Workflows are included in Dext Advanced plans. Intelligent Workflows are available as part of Advanced Practice plans with the Data Health & Insights add-on.
Yes. Start from a template, then adjust the stages, owners and deadlines to suit the client — a sole trader and a multi-entity group do not need the same sequence.
Yes. The automatic updates read live figures from Xero or QuickBooks Online, so one of those connections needs to be in place. Simple Workflows run without it.
Yes. Every client job across the practice sits in one place, so you can see what is on track, what has slipped past its deadline and who is carrying it.
Try Dext yourself with our 14-day free trial
Over 700,000 businesses and 12,000 accounting and bookkeeping firms worldwide use Dext to make more time for what matters.
Not the first practice to trust us. Just the most recent.
